Jordan Leigh Kepford

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
• 10/2014 → 07/2017
  Asbury Methodist Church
  Tulsa, OK
• 01/2021 → 05/2021
  The Hull Space Llc
  Tulsa, OK
• 05/2021 → 06/2023
  Prime Medical Spa
  Tulsa, OK
• 07/2023 → 10/2023
  Salt Earth Llc
  Tulsa, OK
• 08/2017 → 05/2021
  Oklahoma State University
  Stillwater, OK
• 08/2013 → 05/2017
  Union High School
  Tulsa, OK
• 06/2023 → 10/2023
  Amber Marie And Company
  Tulsa, OK
• 11/2019 → 01/2020
  Anthropologie
  Tulsa, OK

Exams

• S66 Uniform Combined State Law Examination
  2025-11-06

Other Names

• Jordan L Kepford